Channel Wealth’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Channel Wealth’s Portfolio EFG Stock Details EFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$223K	Sell	1,793 -367	-17%	-$44.3K	0.05%	172
2026 Q1	$241K	Sell	2,160 -2	-0.1%	-$235	0.06%	153
2025 Q4	$246K	Sell	2,162 -91	-4%	-$10.4K	0.06%	153
2025 Q3	$257K	Sell	2,253 -564	-20%	-$62.9K	0.07%	146
2025 Q2	$316K	Sell	2,817 -24,295	-90%	-$2.56M	0.09%	133
2025 Q1	$2.71M	Buy	+27,112	New	+$2.76M	0.84%	46
2024 Q2	–	Sell	-27,798	Closed	-$2.89M	–	171
2024 Q1	$2.89M	Buy	27,798 +2,811	+11%	+$280K	1.16%	27
2023 Q4	$2.42M	Buy	24,987 +6,354	+34%	+$569K	1.14%	29
2023 Q3	$1.61M	Buy	18,633 +6,994	+60%	+$645K	0.9%	35
2023 Q2	$1.11M	Buy	11,639 +4,833	+71%	+$460K	0.64%	52
2023 Q1	$638K	Buy	+6,806	New	+$612K	0.41%	80

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Channel Wealth's EFG Position: Q2 2026 in Review

Channel Wealth reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 17% in Q2 2026, selling an estimated $44.3K and leaving 1,793 shares worth $223K. The position accounts for 0.05% of the portfolio, ranked #172.

Channel Wealth first reported a position in EFG in Q1 2023 and has held it in 11 quarters since. The position peaked at $2.89M in Q1 2024. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Channel Wealth held 1,793 shares of iShares MSCI EAFE Growth ETF worth $223K as of Q2 2026.
Channel Wealth sold 367 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $44.3K.
iShares MSCI EAFE Growth ETF made up 0.05% of Channel Wealth's portfolio in Q2 2026, its #172 holding.
Channel Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q1 2023 and has held it in 11 quarters since.
Channel Wealth's iShares MSCI EAFE Growth ETF position peaked at $2.89M in Q1 2024.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Channel Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.